JOHN E FETZER INSTITUTE INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JOHN E FETZER INSTITUTE INC (EIN 38-6052788)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-13
IRS object ID
202041959349101624
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-13T14:07:04-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381357951PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1750 TRADE CENTRE WAY STE 300AddressLine1Txt
CityPORTAGECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386052788EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN E FETZER INSTITUTE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone2693752000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19292 WEST KL AVENUEAddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490095316ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADLEY S MILLERPersonNm
Person TitleASSISTANT TREASURERPersonTitleTxt
Phone2693752000PhoneNum
Signature2020-07-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNNE M HUISMANNPreparerPersonNm
PTINP00053811PTIN
Phone2695674500PhoneNum
Preparation2020-07-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.20.156.99IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-09IPDt
IP Tm16:45:33IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE0F6F03BC3AE684EB3B59DF82EF6777B722E432EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$582,119,447FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,761ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,851,514DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,130,237DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,199,719NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$147,778,213GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,834,601CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$326,863OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,101,808OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$47,381,857TotalRevAndExpnssAmt
Total Net Invst Incm$60,066,646TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,402,439CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,395,034CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$3,553,505OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$41,879OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,273,422OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,402,203PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$19,822PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$2,213,437PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$84,988LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$95,980LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$57,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$22,242AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$45,507AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,346,054OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,069,297OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,007,301OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,360,568TaxesRevAndExpnssAmt
Taxes Net Invst Incm$239,822TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,022,367DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$626,731OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$728,653OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$866,788TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$31,528TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$911,125TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$36,448PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$40,607PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,402,948OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,713,813OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,932,135OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,162,289TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,138,403TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,643,201TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,059,709ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,428,594ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,221,998TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,138,403TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,071,795TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,159,859ExcessRevenueOverExpensesAmt
Net Investment Income$54,928,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$161,174CashBOYAmt
Cash EOY$152,107CashEOYAmt
Cash EOYFMV$152,107CashEOYFMVAmt
Other Nts And Loans Rcvbl$1,000,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$1,000,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,000,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,000,000OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$336,613PrepaidExpensesBOYAmt
Prepaid Expenses EOY$41,063PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$41,063PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$136,832,306CorporateStockBOYAmt
Corporate Stock EOY$137,293,702CorporateStockEOYAmt
Corporate Stock EOYFMV$137,293,702CorporateStockEOYFMVAmt
Corporate Bonds BOY$63,104,650CorporateBondsBOYAmt
Corporate Bonds EOY$80,650,917CorporateBondsEOYAmt
Corporate Bonds EOYFMV$80,650,917CorporateBondsEOYFMVAmt
Other Investments BOY$370,799,017OtherInvestmentsBOYAmt
Other Investments EOY$349,290,291OtherInvestmentsEOYAmt
Other Investments EOYFMV$349,290,291OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$30,801,478LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,607,122LandBldgEquipAccumDeprecAmt
Land BOY$12,481,270LandBOYAmt
Land EOY$12,194,356LandEOYAmt
Land EOYFMV$12,194,356LandEOYFMVAmt
Other Assets BOY$1,032,690OtherAssetsBOYAmt
Other Assets EOY$1,497,011OtherAssetsEOYAmt
Other Assets EOYFMV$1,497,011OtherAssetsEOYFMVAmt
Total Assets BOY$585,747,720TotalAssetsBOYAmt
Total Assets EOY$582,119,447TotalAssetsEOYAmt
Total Assets EOYFMV$582,119,447TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,373,288AccountsPayableBOYAmt
Accounts Payable EOY$2,646,637AccountsPayableEOYAmt
Other Liabilities BOY$7,709,043OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,130,989OtherLiabilitiesEOYAmt
Total Liabilities BOY$9,082,331TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,777,626TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$576,665,389UnrestrictedBOYAmt
Unrestricted EOY$571,341,821UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$576,665,389TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$571,341,821TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$585,747,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$582,119,447TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$576,665,389TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,159,859ExcessRevenueOverExpensesAmt
Other Increases$289,032OtherIncreasesAmt
Subtotal$598,114,280SubtotalAmt
Other Decreases$26,772,459OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$571,341,821TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHERN TRUST - LONG TERMP$96,023,120$89,732,240$6,290,880$6,290,880
NORTHERN TRUST - SHORT TERMP$51,755,093$53,172,714-$1,417,621-$1,417,621
K-1 SHORT TERMP$3,766,917$3,766,917$3,766,917
K-1 LONG TERMP$39,151,063$39,151,063$39,151,063
K-1 SECTION 1231 GAIN/LOSSP$43,362$43,362$43,362
FieldValueIRS element (for citing)
Capital Gain Net Income$47,834,601CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,776,172AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$569,060,739NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036510DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,015,070AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$521,166,258NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049917DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,839,775AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$491,229,924NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.028174DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,837,566AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$509,720,813NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.031071DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,721,089AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$480,347,340NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036892DistributionYr5Rt
Total Distribution0.182564TotalDistributionRt
Average Distribution0.036513AverageDistributionRt
Net Vl Noncharitable Assets$550,548,548NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,102,179AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$549,282NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,651,461AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$21,538,799QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$549,282InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$549,282SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$549,282TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$960,000TotalPaymentsAndCreditsAmt
Es Penalty$350EsPenaltyAmt
Overpayment$410,368OverpaymentAmt
Applied To ES Tax$410,368AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.FETZER.ORGWebsiteAddressTxt
Individual With BooksBRADLEY S MILLERIndividualWithBooksNm
Phone2693752000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19292 WEST KL AVENUEAddressLine1Txt
CityKALAMAZOOCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490095316ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT A BOISTURE
9292 WEST KL AVENUEKALAMAZOOMI49009PRESIDENT & CEO & TRUSTEE40.00$541,446$78,924$63,982
ROBERT F LEHMAN
9292 WEST KL AVENUEKALAMAZOOMI49009PRESIDENT EMERITUS & TRUSTEE40.00$276,266$48,454$0
BRUCE M CARLSON
9292 WEST KL AVENUEKALAMAZOOMI49009EXECUTIVE VICE PRESIDENT & TRUSTEE40.00$217,382$13,837$0
JONATHAN LEVER
9292 WEST KL AVENUEKALAMAZOOMI49009EXECUTIVE VICE PRESIDENT & COO40.00$178,486$31,265$0
DEBORAH S HIGGINS
9292 WEST KL AVENUEKALAMAZOOMI49009VICE PRESIDENT OF PROGRAMS40.00$248,544$46,714$0
TIMOTHY J JONES
9292 WEST KL AVENUEKALAMAZOOMI49009VICE PRESIDENT OF OPERATIONS40.00$196,703$41,614$0
BRADLEY S MILLER
9292 WEST KL AVENUEKALAMAZOOMI49009ASSISTANT TREASURER & DIRECTOR OF FINA40.00$180,990$45,946$0
KATHLEEN M CAVANAUGH
9292 WEST KL AVENUEKALAMAZOOMI49009PLANNING OFFICER/CORPORATE SECRETARY40.00$157,892$27,504$0
CAROLYN T BROWN
9292 WEST KL AVENUEKALAMAZOOMI49009CHAIRPERSON OF BOARD8.00$246,710$0$0
DANIEL J CARDINALI
9292 WEST KL AVENUEKALAMAZOOMI49009TRUSTEE8.00$79,010$0$0
LYNNE TWIST
9292 WEST KL AVENUEKALAMAZOOMI49009TRUSTEE8.00$79,010$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
KURIAN THOMAS
9292 WEST KL AVENUEKALAMAZOOMI49009PROGRAM DIRECTOR40.00$137,042$40,196$0
MOHAMMED H MOHAMMED
9292 WEST KL AVENUEKALAMAZOOMI49009PROGRAM DIRECTOR40.00$131,526$40,205$0
GILLIAN K GONDA
9292 WEST KL AVENUEKALAMAZOOMI49009PROGRAM DIRECTOR40.00$130,957$38,513$0
ANGELA H GRAHAM
9292 WEST KL AVENUEKALAMAZOOMI49009PROGRAM DIRECTOR40.00$131,526$24,694$0
JULIE A GANT
9292 WEST KL AVENUEKALAMAZOOMI49009DIRECTOR OF ISS40.00$130,806$25,017$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k28OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
HATTAWAY COMMUNICATIONS
1717 RHODE ISLAND AVE NW STE 650WASHINGTONDC20036COMMUNICATIONS CONSULTING$635,103
MAY GENERAL CONTRACTING
7940 W N AVEKALAMAZOOMI49009BUILDING CONTRACTOR$379,064
INTERACTIVE KNOWLEDGE INC
801-B CENTRAL AVENUECHARLOTTENC28204TECHNOLOGY CONSULTANT$344,234
REDROCK INFORMATION SECURITY
1101 40TH ST SEGRAND RAPIDSMI49508IT SERVICE PROVIDER$296,035
ARIEL INVESTMENTS LLC
200 E RANDOLPH ST SUITE 2900CHICAGOIL60601INVESTMENT MANAGEMENT$197,325
FieldValueIRS element (for citing)
Contractor Paid Over50k38ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SPIRITUAL FORMATION: THE INSTITUTE BELIEVES THAT TENDING TO THE SPIRITUAL DIMENSION OF LIFE IS ESSENTIAL TO A MORE LOVING WORLD. THE INSTITUTE INVESTS IN PROJECTS AND PARTNERS THAT ENCOURAGE REFLECTIVE PRACTICES, CREATE INTERFAITH UNDERSTANDING, AND HONOR INDIVIDUAL SPIRITUAL PATHS. EXAMPLES OF PARTNERS ADVANCING THIS WORK INCLUDE: 1) INDEPENDENT SECTOR AND THEIR EFFORTS TO BRING INNER WORK PRACTICES TO CIVIL SOCIETY; 2) HARVARD DIVINITY SCHOOL'S RESEARCH AND SUPPORT OF EMERGING FORMS OF SPIRITUAL COMMUNITY IN CONTEMPORARY SOCIETY; 3) INTERFAITH YOUTH CORE'S SUPPORT OF RELIGIOUS PLURALISM AND DIVERSITY ON EIGHT AMERICAN UNIVERSITY CAMPUSES; AND 4) INITIATIVE OF CHANGE'S EFFORTS TO DEVELOP, PILOT, AND DISSEMINATE AN INTERNATIONAL FAITH-BASED TRUST-BUILDING PROGRAM.Description1Txt
Expenses1$3,480,000Expenses1Amt
Description2DEMOCRACY: TO HELP HEAL THE HEART OF AMERICAN DEMOCRACY, THE INSTITUTE BELIEVES THAT WE NEED TO UPHOLD SPIRITUAL AND MORAL VIRTUES THAT ENABLE US ALL TO FLOURISH AND CONTRIBUTE TO A SHARED VISION FOR OUR COMMUNITIES AND COUNTRY. TO THAT END, THE INSTITUTE SUPPORTS RESOURCE DEVELOPMENT, TRAININGS, RESEARCH, AND FAITH-BASED APPROACHES TO BRIDGING DIVIDES. EXAMPLES OF PARTNERS INCLUDE: 1) ETHICS AND RELIGIOUS LIBERTY COMMISSION AND ITS RESEARCH ON EVANGELICALS UNDERSTANDING OF THE PUBLIC SQUARE AND CONTRIBUTIONS TO A HEALTHY DEMOCRACY; 2) PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT'S EFFORTS IN FAITH-BASED INITIATIVES TO BRIDGE POLITICAL DIVIDES; 3) LIVING ROOM CONVERSATION'S AND BETTER ANGELS' DEVELOPMENT OF DIALOGUE METHODOLOGIES TO ADDRESS POLITICAL POLARIZATION AND SOCIAL DIVIDES.Description2Txt
Expenses2$1,476,000Expenses2Amt
Description3EDUCATION: THE INSTITUTE BELIEVES THAT SPIRITUAL AWARENESS AND CONTEMPLATIVE PEDAGOGY ARE NECESSARY FOR CHILDREN TO THRIVE. THE INSTITUTE INVESTS IN CURRICULA, DEMONSTRATION PROJECTS, AND THOUGHT LEADERSHIP THAT SUPPORTS WHOLE-PERSON EDUCATION. EXAMPLES OF PARTNERS ADVANCING THIS WORK INCLUDE: 1) CONTEMPLATIVE MIND IN SOCIETY'S WORK ADVANCING HOLISTIC, SPIRITUAL, AND CONTEMPLATIVE PEDAGOGY IN HIGHER EDUCATION; 2) MILLENNIUM SCHOOLS' IMPLEMENTATION OF A LARGE-SCALE, ONLINE TEACHER TRAINING PLATFORM; 3) THE COLLABORATIVE FOR SPIRITUALITY IN EDUCATION'S RESEARCH AND TRAINING EFFORTS TO CHANGE SCHOOL CULTURE TO PROMOTE SPIRITUAL AND MORAL DEVELOPMENT OF CHILDREN.Description3Txt
Expenses3$983,000Expenses3Amt
Description4MOVEMENT BUILDING:THE INSTITUTE BELIEVES ITS WORK MUST HELP INDIVIDUALS, COMMUNITIES, AND SOCIETIES MOVE FROM FEELINGS OF SEPARATION AND FEAR TO WHOLENESS AND LOVE. FETZER'S MOVEMENT BUILDING WORK INVESTS IN RESOURCES AND COMMUNICATION PLATFORMS THAT HELP REVEAL, INSPIRE, AND SERVE AN EXPANDING MOVEMENT OF SPIRITUAL AWARENESS AND TRANSFORMATION. EXAMPLES OF KEY PARTNERS ADVANCING THIS WORK ARE 1) IMAGES AND VOICES OF HOPE AND THEIR RESTORATIVE NARRATIVE FELLOWSHIPS FOR JOURNALISTS; 2) MAJOR NATIONAL CONFERENCES INCLUDING FESTIVAL OF FAITHS AND WISDOM 2.0; 3) UNIVERSITY OF WISCONSIN'S CENTER FOR HEALTHY MINDS AND ITS WORK DEVELOPING AN APP FOR SPIRITUAL WELL-BEING; AND 4) RELIGION NEWS SERVICE'S COVERAGE OF THE SPIRITUAL LANDSCAPE OF AMERICA.Description4Txt
Expenses4$801,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$558,605,883AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$326,653AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$558,932,536TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$558,932,536AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,383,988CashDeemedCharitableAmt
Net Vl Noncharitable Assets$550,548,548NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,527,427MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,527,427MinimumInvestmentReturnAmt
Tax Based On Investment Income$549,282TaxBasedOnInvestmentIncomeAmt
Total Tax$549,282TotalTaxAmt
Distributable Before Adj$26,978,145DistributableBeforeAdjAmt
Recoveries Qualfied Distri$289,032RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,267,177DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,267,177DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,071,795ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$467,004CharitableAssetsAcquisPaidAmt
Qualifying Distributions$21,538,799QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$549,282PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,989,517AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,267,177DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$21,538,799QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,538,799AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$5,728,378UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (233 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
49AZO INC
3101 W MAIN STKALAMAZOOMI49006PCMATCHING GRANT$500
ACADEMY OF AMERICAN POETS
75 MAIDEN LANE STE 901NEW YORKNY10038PCMATCHING GRANT$60
ALL SPECIES KINSHIP
PO BOX 4055BATTLE CREEKMI49016PCMATCHING GRANT$2,000
ALLEGHENY MOUNTAIN INSTITUTE
PO BOX 542STRAUNTONVA244020542PCMATCHING GRANT$500
ALLIANCE FOR THE SHENANDOAH VALLEY
9386 SOUTH CONGRESS STREET PO BOXNEW MARKETVA22844PCMATCHING GRANT$2,000674
AMERICAN FRIENDS OF UNIVERSITY COLLEGE OXFORD
541 BUTTERMILK PIKESTE 207CRESCENT SPRINGSKY41017PCMATCHING GRANT$687
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC200168001PCMATCHING GRANT$400
ANGLING ROAD ELEMENTARY SCHOOL
5340 ANGLING ROADPORTAGEMI49024PCMATCHING GRANT$500
ANIMAL'S BEST FRIEND FUND INC
PO BOX 443OSHTEMOMI490770443PCMATCHING GRANT$4,800
AOK - ALL OUR KIDS
4421 17TH ST NWWASHINGTONDC20011PCMATCHING GRANT$5,500
APPLE FARM COMMUNITY INC
12291 HOFFMAN RDTHREE RIVERSMI490938831PCMATCHING GRANT$2,000
APPLE FARM COMMUNITY INC
12291 HOFFMAN RDTHREE RIVERSMI490938931PCMATCHING GRANT$200
ARAWAKA INC
PO BOX 278RIBERANM87560PCSUPPORTING SPIRITUAL RETREATS, INDIGENOUS TEACHINGS AND GATHERINGS, AND LAND MAINTENANCE.$5,000
ASHOKA
1700 N MOORE ST STE 2000ARLINGTONVA22209PCSPONSOR ASHOKA U EXCHANGE CONFERENCES.$249,388
ASPCA
424 EAST 92ND STREETNEW YORKNY10128PCMATCHING GRANT$200
BAPTIST SEMINARY OF KENTUCKY
400 E COLLEGE STGEORGETOWNKY40324PCSUPPORT FOR ITS NEW RURAL MINISTRIES PROGRAM.$10,000
BARRY COMMUNITY FOUNDATION
PO BOX 124DELTONMI49046PCMATCHING GRANT$2,200
BEACON HOUSE COMMUNITY MINISTRY INC
PO BOX 29629WASHINGTONDC20017PCSUPPORT FOR BEACON HOUSE$10,000
BIG BROTHERS BIG SISTERS
3501 COVINGTON ROADKALAMAZOOMI49001PCMATCHING GRANT$252
BORGESS FOUNDATION
1521 GULL RD MSB 300KALAMAZOOMI49048PCMATCHING GRANT$100
CALIFORNIA INSTITUTE OF INTEGRAL STUDIES
1453 MISSION STSANFRANCISCOCA94103PCFUNDING AN ASSISTANT TO WORK ON THE 2019 RELIGION AND ECOLOGY SUMMIT.$10,000
CALL TO ACTION
2135 W ROSCOE 1NCHICAGOIL60618PCMATCHING GRANT$400
CALVINIST CADET CORPS
1333 ALGER SE BOX 7259GRAND RAPIDSMI49506PCMATCHING GRANT$830
CAT NAP LODGE
9027 M-43RICHLANDMI49083PCMATCHING GRANT$50
CATHOLIC SCHOOLS OF GREATER KALAMAZOO
1000 W KILGORE AVENUEKALAMAZOOMI49008PCMATCHING GRANT$2,000
CEDAR LANE UNITARIAN UNIVERSALIST CHURCH
9601 CEDAR LNBETHESDAMD20814PCMATCHING GRANT$14,500
CENTER FOR ACTION AND CONTEMPLATION
PO BOX 12464ALBUQUERQUENM87195PCSUPPORT FOR AWAKENING A MORE LOVING WORLD THROUGH CONTEMPLATIVE TEACHINGS AND PRACTICES.$25,000
CENTER FOR CONTEMPLATIVE MIND IN SOCIETY
296 NONOTUCK STREET 5FLORENCEMA01062PCSCHOLARSHIPS / SPONSORSHIP OF ASSOC. FOR CONTEMPLATIVE MIND IN HIGHER EDUCATION'S CONFERENCE$183,500
CENTER FOR INTERFAITH RELATIONS
415 W MUHAMMAD ALI BLVDLOUISVILLEKY40202PCSPONSORSHIP / LIVESTREAMING OF FESTIVAL OF FAITHS SACRED COSMOS: FAITH & SCIENCE CONFERENCE$75,000
CENTER FOR LGBTQ AND GENDER STUDIES IN RELIGION
1798 SCENIC AVENUEBERKELEYCA94709PCMATCHING GRANT$500
CENTER FOR SPIRITUALITY IN NATURE
1519 N JEFFERSON STARLINGTONVA22205PCSUPPORT FOR THE CENTER FOR SPIRITUALITY IN NATURE'S CHURCH OF THE WILD AND SPIRITUALITY IN NATURE GROUPS.$10,000
CHAPMAN UNIVERSITY
ONE UNIVERSITY DRORANGECA92866PCSUPPORTING RESEARCH ON THE RELATIONSHIP BETWEEN CONSCIOUSNESS AND FREEWILL.$18,925
CHARTER FOR COMPASSION
PO BOX 10787BAINBRIDGE ISLANDWA98110PCSPONSOR DINNER - CELEBRATE CHARTER'S 10TH ANNIVERSARY AT PARLIAMENT OF THE WORLD'S RELIGION$75,000
CHEFF THERAPEUTIC RIDING CENTER
8450 N 43RD STAUGUSTAMI490129651PCMATCHING GRANT$1,180
CHILDFUND INTERNATIONAL
2821 EMERYWOOD PARKWAY PO BOX 26507RICHMONDVA232943726PCMATCHING GRANT$820
CHILDREN'S MIRACLE NETWORK HOSPITALS
205 W 700 SSALT LAKE CITYUT84101PCMATCHING GRANT$400
CHRISTIAN CHURCH DISCIPLES OF CHRIST
2208 WINCHELL AVENUEKALAMAZOOMI490082238PCMATCHING GRANT$3,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH441950001PCMATCHING GRANT$200
COMMUNITY ALLIANCE FOR PRESERVATION
2345 CRYSTAL DR STE 7000ARLINGTONVA22202PCMATCHING GRANT$5,000
COMMUNITY HEALING CENTERS
2615 STADIUM DRIVEKALAMAZOOMI49008PCMATCHING GRANT$250
COMPASSION PLACE
PO BOX 34OSHTEMOMI49077PCMATCHING GRANT$900
COMSTOCK COMMUNITY CENTER
6330 KING HIGHWAY PO BOX 34COMSTOCKMI49041PCMATCHING GRANT$502
CORNELL UNIVERSITY
130 E SENECA STREET STE 400ITHACANY14850PCMATCHING GRANT$400
COUNCIL OF MICHIGAN FOUNDATIONS
ONE SOUTH HARBOR DR STE 8GRAND HAVENMI494170599PCSPONSOR COUNCIL ON MICHIGAN FOUNDATION ANNUAL CONFERENCE.$20,000
COUNCIL ON FOUNDATIONS INC
1255 23RD ST NW STE 200WASHINGTONDC20037PCSUPPORT COUNCIL ON FOUNDATION'S ANNUAL MEETING AND SPONSOR ITS HEALTHY DEMOCRACY PROGRAMMING TRACK.$45,000
CUB SCOUT PACK 251
217 S MAIN STVICKSBURGMI49097PCMATCHING GRANT$580
CULTURE IS NOT OPTIONAL
PO BOX 1THREE RIVERSMI49093PCMATCHING GRANT$1,000
CULTURE IS NOT OPTIONAL
PO BOX 12464THREE RIVERSMI49093PCMATCHING GRANT$67,116
DETROIT INSTITUTE OF ARTS
5200 WOODWARD AVEDETROITMI48202PCMATCHING GRANT$920
DIGNITY USA
PO BOX 376MEDFORDMA02155PCMATCHING GRANT$3,000
DIOCESE OF KALAMAZOO
215 NORTH WESTNEDGE AVEKALAMAZOOMI490073718PCMATCHING GRANT$1,100
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR ST 16TH FLOORNEW YORKNY10006PCMATCHING GRANT$200
DOLPHIN RESEARCH CENTER
58901 OVERSEAS HWYGRASSY KEYFL33050PCMATCHING GRANT$2,000
DOMESTIC AND SEXUAL ABUSE SERVICES
PO BOX 402THREE RIVERSMI49093PCMATCHING GRANT$50
DOUGLASS COMMUNITY ASSOCIATION
1000 W PATTERSON STREETKALAMAZOOMI49007PCMATCHING GRANT$100
DOWNTOWN WOMEN'S CENTER
442 S SAN PEDRO STLOS ANGELESCA90013PCMATCHING GRANT$154
ELGIN YOUTH SYMPHONY ORCHESTRA
60 SOUTH GROVE AVENUE STE 2ELGINIL60120PCMATCHING GRANT$400
ENVIRONMENTAL DEFENSE FUND
257 PARK AVE SNEW YORKNY10010PCMATCHING GRANT$400
ETHICS AND RELIGIOUS LIBERTY COMMISSION OF THE SOUTHERN BAPTIST CONVENTION
901 COMMERCE ST STE 550NASHVILLETN37203PCRESEARCH ON HOW AMERICAN EVANGELICALS UNDERSTAND THE PUBLIC AND CONTRIBUTE TO A FLOURISHING DEMOCRACY.$200,000
FAITH BAPTIST MISSION
PO BOX 866EAGLE LAKEFL33839PCMATCHING GRANT$100
FAMILY & CHILDREN SERVICES INC
1608 LAKE STREETKALAMAZOOMI49001PCMATCHING GRANT$730
FAMILY & CHILDREN SERVICES INC
1608 LAKE STKALAMAZOOMI490013196PCMATCHING GRANT$730
FIGHT COLORECTAL CANCER
134 W PARK CENTRAL SQ STE 210SPRINGFIELDMO65806PCMATCHING GRANT$100
FIRST PRESBYTERIAN CHURCH IN JAMAICA
89-60 164TH STJAMAICANY114325194PCMATCHING GRANT$400
FLORIDA OCEANOGRAPHIC SOCIETY
890 N E OCEAN BLVDSTUARTFL34996PCMATCHING GRANT$6,000
FRACTURED ATLAS
248 W 35TH ST 10TH FLOORNEW YORKNY10001PCSUPPORT FOR THE SOUL BOX PROJECT$10,000
FRIENDS OF THE NORTH FORK OF THE SHENANDOAH RIVER
PO BOX 746WOODSTOCKVA22664PCMATCHING GRANT$500
FROM MISSION TO MISSION
200 5TH AVENUE NW 120696ST PAULMN55112PCMATCHING GRANT$3,381
GENEROUS HANDS INC
P O BOX 313VICKSBURGMI49097PCMATCHING GRANT$178
GENEVA CAMP & RETREAT CENTER
3995 LAKESHORE DRIVE NHOLLANDMI49424PCMATCHING GRANT$730
GEORGETOWN UNIVERSITY
GIFT PROCESSING DEPT 0734WASHINGTONDC200730734PCMATCHING GRANT$400
GILLISPIE SCHOOL
7380 GIRARD AVENUELA JOLLACA92037PCMATCHING GRANT$4,000
GLASS ART KALAMAZOO
326 W KALAMAZOO AVE 100KALAMAZOOMI49007PCMATCHING GRANT$1,070
GLOBAL FORCE FOR HEALING
PO BOX 428ASHLANDOR97520PCTOWARD ENDING PREVENTABLE MATERNAL AND NEWBORN DEATHS IN UNDERSERVED AREAS AROUND THE GLOBE.$11,000
GRACE CHRISTIAN REFORMED CHURCH
1724 WHITES ROADKALAMAZOOMI49008PCMATCHING GRANT$1,200
GRAND RAPIDS BUDDHIST TEMPLE AND ZEN CENTER
451 SOUTH DIVISIONGRAND RAPIDSMI49053PCMATCHING GRANT$1,800
GRAND VALLEY STATE UNIVERSITY
ONE CAMPUS DRIVEALLENDALEMI49401PCBOOK TOUR: MUSLIMS- CHRISTIAN-JEWISH REFLECTIONS ON COMPASSION & PEACE.$25,000
GREENHEART INTERNATIONSL
712 N WELLS 4TH FLCHICAGOIL60654PCSUPPORT THE INCLUSION OF SPIRITUALITY AND DEMOCRACY AT THE PURPOSE SUMMIT$30,000
GRYPHON PLACE
3245 S 8TH STKALAMAZOOMI49009PCMATCHING GRANT$50
GUSTAVUS ADOLPHUS COLLEGE
800 W COLLEGE AVEST PETERMN56082PCMATCHING GRANT$10,000
HARBOR TO THE BAY RIDE
PO BOX 990243BOSTONMA02199PCMATCHING GRANT$600
HEIFETZ INTERNATIONAL MUSIC INSTITUTE
1 WORLD AVELITTLE ROCKAR72202PCMATCHING GRANT$500
HERE ARTS CENTER
145 6TH AVENEW YORKNY10013PCMATCHING GRANT$10,000
HOSPICE CARE OF SOUTHWEST MICHIGAN
222 N KALAMAZOO MALL STE 100KALAMAZOOMI490073882PCMATCHING GRANT$930
HOUSING RESOURCES INC
420 E ALCOTT SUITE 200KALAMAZOOMI49001PCMATCHING GRANT$200
IMAGES AND VOICES OF HOPE INC
PO BOX 213HAINES FALLSNY12436PCTRAIN JOURNALISTS IN RESTORATIVE NARRATIVE AND REFLECTIVE PRACTICE .$249,400
INDEPENDENT SECTOR
1632 L ST NW STE 900WASHINGTONDC20036PCCOLLABORATE TO MAINSTREAM INNER WORK IN THE VOLUNTARY SECTOR AND BEYOND.$1,000,000
INDEPENDENT SECTOR
1602 L ST NW STE 900WASHINGTONDC20036PCMATCHING GRANT$14,000
INDIAN PRAIRIE ELEMENTARY SCHOOL
3546 GRAND PRAIRIEKALAMAZOOMI490061465PCMATCHING GRANT$500
INITIATIVES OF CHANGE INTERNATIONAL
PCSTRENGTHEN IOFC'S SUSTAINABILITY, INCLUDING DEVELOPING AN INTERNATIONAL TRUSTBUILDING PROGRAM.$500,000RUE DE VAREMBE 11202 GENEVESZ
INSTITUTE FOR AMERICAN VALUES
420 LEXINGTON AVENEW YORKNY10170PCSTRENGTHEN BETTER ANGELS' DIALOGUE METHODOLOGY TO ADDRESS POLITICAL POLARIZATION AND SOCIAL DIVIDES.$200,000
INTERFAITH YOUTH CORE
141 W JACKSON BLVD STE 3200CHICAGOIL606043208PCENGAGING PLURALISM AND DIVERSITY CONSTRUCTIVELY ON EIGHT AMERICAN UNIVERSITY CAMPUSES$500,000
INTERNATIONAL CENTER FOR RELIGION AND DIPLOMACY
1003 K STREET NW SUITE 400WASHINGTONDC20001PCMATCHING GRANT$200
INWARD BOUND MINDFULNESS EDUCATION
PO BOX 516CONCORDMA01742PCSUPPORT MICHIGAN-BASED MINDFULNESS RETREAT FOR TEENS.$22,900
IOWA 4-H FOUNDATION
1259 STANGE ROADAMESIA50011PCMATCHING GRANT$400
IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL
359 S KALAMAZOO MALL STE 101KALAMAZOOMI490074843PCMATCHING GRANT$593
IRVING S GILMORE INTERNATIONAL KEYBOARD FESTIVAL
359 S KALAMAZOO MALL STE 101KALAMAZOOMI490074843PCMATCHING GRANT$2,000
JDRF - PIEDMONT TRIAD CHAPTER
216 W MARKET ST STE BGREENSBORONC27401PCMATCHING GRANT$1,000
JENSEN BEACH CHRISTIAN CHURCH
1890 NE CHURCH STJENSEN BEACHFL34957PCMATCHING GRANT$10,000
JUNIOR LEAGUE OF BATTLE CREEK
32 W MICHIGAN AVE STE 1BATTLE CREEKMI49017PCMATCHING GRANT$100
JUVENILE DIABETES RESEARCH FOUNDATION JDRF
1 N LASALLE STREET SUITE 1200CHICAGOIL60602PCMATCHING GRANT$400
KALAMAZOO BOOK ARTS CENTER
326 W KALAMAZOO AVE STE 103AKALAMAZOOMI49007PCMATCHING GRANT$2,900
KALAMAZOO CHRISTIAN SCHOOL ASSOCIATION
2121 STADIUM DRIVEKALAMAZOOMI490081644PCMATCHING GRANT$200
KALAMAZOO COMMUNITY FOUNDATION
402 E MICHIGAN AVEKALAMAZOOMI49007PCCOMMUNITY GIVING$362,334
KALAMAZOO CONCERT BAND
PO BOX 20060KALAMAZOOMI490191060PCMATCHING GRANT$120
KALAMAZOO CONCERT BAND
PO BOX 20060KALAMAZOOMI490191060PCMATCHING GRANT$120
KALAMAZOO COUNTY HUMANE SOCIETY
4239 S WESTNEDGEKALAMAZOOMI490083207PCMATCHING GRANT$500
KALAMAZOO GOSPEL MISSION
448 N BURDICK STREETKALAMAZOOMI490073644PCMATCHING GRANT$400
KALAMAZOO GOSPEL MISSION
448 N BURDICK STREETKALAMAZOOMI490073644PCMATCHING GRANT$200
KALAMAZOO IN BLOOM INC
PO BOX 20178KALAMAZOOMI490192017PCMATCHING GRANT$500
KALAMAZOO INSTITUTE OF ARTS
314 S PARK STKALAMAZOOMI490075102PCMATCHING GRANT$400
KALAMAZOO KINGS FASTPITCH SOFTBALL
708 PARK AVENUEVICKSBURGMI49097PCMATCHING GRANT$3,754
KALAMAZOO LITERACY COUNCIL
420 E ALCOTT STREET STE 400KALAMAZOOMI49001PCMATCHING GRANT$240
KALAMAZOO LOAVES & FISHES
901 PORTAGE STKALAMAZOOMI490013005PCMATCHING GRANT$730
KALAMAZOO LOAVES & FISHES
901 PORTAGE STKALAMAZOOMI490013005PCMATCHING GRANT$100
KALAMAZOO NEIGHBORHOOD HOUSING SERVICES
1219 S PARK STKALAMAZOOMI49001PCMATCHING GRANT$500
KALAMAZOO SYMPHONY ORCHESTRA
359 S KALAMAZOO MALL STE 100KALAMAZOOMI490074843PCMATCHING GRANT$700
KING WESTWOOD PTO
1100 NICHOLS ROADKALAMAZOOMI49006PCMATCHING GRANT$100
KINO BORDER INITIATIVE
PO BOX 159NOGALESAZ856280159PCMATCHING GRANT$1,800
LA CASA INC
800 S WALNUT STLAS CRUCESNM88001PCMATCHING GRANT$150
LAKE OF THE ISLES LUTHERAN CHURCH
2020 W LAKE OF THE ISLES PKWYMINNEAPOLISMN55405PCMATCHING GRANT$10,460
LEUKEMIA & LYMPHOMA SOCIETY
954 W WASHINGTON BLVD STE 305CHICAGOIL60607PCMATCHING GRANT$60
LIFELINE ENERGY FOUNDATION
120 BROADWAY 18TH FLNEW YORKNY10271PCMATCHING GRANT$100
LIFEWATER
75 ZACA LANE SUITE 100SAN LUIS OBISPOCA93401PCMATCHING GRANT$200
LIGHTHOUSE COMMUNITY CHURCH
4321 S 11TH STKALAMAZOOMI49009PCMATCHING GRANT$16,630
LOOKING OUT FOUNDATION
PO BOX 150227NASHVILLETN37215PCMATCHING GRANT$1,023
LOUISVILLE PUBLIC MEDIA
619 S FOURTH STREETLOUISVILLEKY40202PCMATCHING GRANT$150
LUMEN VITAE
5373 CEDAR LAKE ROAD APT 141BBOYNTON BEACHFL33437PCMATCHING GRANT$720
MATTAWAN CONSOLIDATED SCHOOLS
56720 MURRAY STMATTAWANMI490718902PCMATCHING GRANT$700
MEDIATORS FOUNDATION
2525 ARAPAHOE AVEBOULDERCO803026746PCEVALUATE METHODOLOGY OF DIALOGUE FOR HEALING DIVIDES.$81,200
MERCY MEDICAL CENTER FOUNDATION
701 - 10TH STREET SECEDAR RAPIDSIA524031292PCMATCHING GRANT$200
MICHIANA CHINESE CHRISTIAN CHURCH
11805 LOUGHLIN DRMISHAWAKAIN46545PCMATCHING GRANT$2,000
MICHIGAN HUMANE SOCIETY
30300 TELEGRAPH ROAD STE 220BINGHAM FARMSMI480254507PCMATCHING GRANT$200
MICHIGAN MARITIME MUSEUM
260 DYCKMAN RDSOUTH HAVENMI490901065PCMATCHING GRANT$80
MICHIGAN REBELS FASTPITCH
3300 WOODSTONE DRIVE APT 305KALAMAZOOMI49008PCMATCHING GRANT$2,400
MIND & LIFE INSTITUTE - VIRGINIA
7007 WINCHESTER CIR STE 100BOULDERCO80301PCSPONSOR MIND & LIFE INTERNATIONAL SYMPOSIUM.$991
MINISTRY WITH COMMUNITY
500 NORTH EDWARDS STREETKALAMAZOOMI49007PCMATCHING GRANT$52
MINISTRY WITH COMMUNITY
500 NORTH EDWARDS STREETKALAMAZOOMI49007PCMATCHING GRANT$730
MINNESOTA ORCHESTRA
1111 NICOLLET MALLMINNEAPOLISMN55403PCMATCHING GRANT$4,000
MT ZION BAPTIST CHURCH
120 ROBERSONKALAMAZOOMI49007PCMATCHING GRANT$30,000
MYSTIC SOUL PROJECT INC
5220 S DREXEL AVE 320CHICAGOIL60615PCSPONSOR MYSTIC SOUL CONFERENCE AND PROVIDE SCHOLARSHIP SUPPORT.$6,000
NAACP LEGAL DEFENSE AND EDUCATION FUND INC
99 HUDSON STREET SUITE 1600NEW YORKNY10013PCMATCHING GRANT$200
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUENEW YORKNY10017PCMATCHING GRANT$200
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVE NWWASHINGTONDC20005PCMATCHING GRANT$190
NEW MELLERAY ABBEY
6500 MELLERAY CIRPEOSTAIA520687079PCMATCHING GRANT$1,000
NORBERTINE COMMUNITY OF NEW MEXICO
5825 COORS BOULEVARD SWALBUQUERQUENM87121PCSUPPORT THE MINISTRIES OF THE NORBERTINE COMMUNITY.$5,000
NORTHEASTERN ELEMENTARY SCHOOL
2433 GERTRUDE STKALAMAZOOMI49048PCMATCHING GRANT$500
NUCLEAR AGE PEACE FOUNDATION
PMB121 1187 COAST VILLAGE RD STE 1SANTA BARBARACA931082794PCMATCHING GRANT$2,000
OPEN ROADS BIKE PROGRAM
810 TURWILL LANEKALAMAZOOMI49006PCMATCHING GRANT$200
PACHAMAMA ALLIANCE
PRESIDIO BLDG 1009SANFRANCISCOCA94129PCMATCHING GRANT$15,000
PARK VILLAGE PINES
2920 CRYSTAL LANEKALAMAZOOMI490082108PCMATCHING GRANT$100
PARTNERS FOR YOUTH EMPOWERMENT (PYE) GLOBAL
205 5TH STLANGLEYWA98260PCSUPPORT PROJECT TO INCREASE CAPACITY OF CREATIVE EMPOWERMENT MODEL PRACTIONERS IN N. AMERICA$5,000
PEACEJAM FOUNDATION
11200 RALSTON RDARVADACO80004PCSUPPORT NOBEL WOMEN'S PEACEBUILDING INITIATIVES: KOREA PEACE NOW, MENTORSHIP PROGRAM, YOUTH SUMMIT.$20,000
PEOPLE'S CHURCH
1758 NORTH 10THKALAMAZOOMI49009PCMATCHING GRANT$500
PERSPECTIVA SYSTEMS SOULS AND SOCIETY
PCBUILD CAPACITY FOR THE START-UP PERSPECTIVA TO BRING A SPIRITUAL DIMENSION TO THEIR WORK.$121,71042 ACRES SHOREDEITCHLONDONUK
PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT
1717 RHODE ISLAND AVE NWWASHINGTONDC20036PCPILOT A POOLED FUND TO SUPPORT FAITH-BASED INITIATIVES TO BUILD BRIDGES ACROSS POLITICAL DIVIDES.$235,000
PLAINWELL FIRST UNITED METHODIST CHURCH
200 PARK ST PO BOX 85PLAINWELLMI490800085PCMATCHING GRANT$50
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST 10TH FLNEW YORKNY10038PCMATCHING GRANT$100
PORTAGE COMMUNITY CENTER
325 E CENTREPORTAGEMI49002PCMATCHING GRANT$930
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVECAMBRIDGEMA02138PCRESEARCH AND SUPPORT EMERGING FORMS OF SPIRITUALITY AND SPIRITUAL COMMUNITY IN CONTEMPORARY SOCIETY.$1,000,000
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357PCMATCHING GRANT$200
PRX INC
66 CHURCH ST 2ND FLCAMBRIDGEMA02138PCMATCHING GRANT$240
PUBLIC MEDIA NETWORK
359 S KALAMAZOO MALL 3RD FLOORKALAMAZOOMI49007PCMATCHING GRANT$500
PULSE
5615 STANTON AVEPITTSBURGHPA152062175PCMATCHING GRANT$53
RR SMITH CENTER FOR HISTORY & ART FOUNDATION
20 S NEW STREETSTAUNTONVA24401PCMATCHING GRANT$500
RAILS TO TRAILS CONSERVANCY
2121 WARD COURT NW 5TH FLOORWASHINGTONDC20037PCMATCHING GRANT$70
READ AND WRITE KALAMAZOO
802 S WESTNEDGEKALAMAZOOMI49008PCMATCHING GRANT$90
RESIDENTIAL OPPORTUNITIES INC
1100 SOUTH ROSE STREETKALAMAZOOMI49001PCMATCHING GRANT$50
ROCKEFELLER PHILANTHROPY ADVISORS
6 W 48TH ST 10TH FLNEW YORKNY10036PCRESEARCH AND TRAINING TO ENHANCE EDUCATION THROUGH SPIRITUAL AND MORAL DEVELOPMENT OF CHILDREN AND ADULTS.$200,000
SAFE PLACE
PO BOX 199BATTLE CREEKMI49016PCMATCHING GRANT$900
SALVATION ARMY
2445 PRIOR AVEROSEVILLEMN55113PCMATCHING GRANT$540
SAN DOMENICO SCHOOL
1500 BUTTERFIELD ROADSAN ANSELMOCA94960PCMATCHING GRANT$4,000
SECOND CHRISTIAN REFORMED CHURCH
3015 NICHOLS ROADKALAMAZOOMI490043208PCMATCHING GRANT$250
SECOND HARVEST FOODBANK
2802 DAIRY DRMADISONWI537186751PCMATCHING GRANT$150
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612PCMATCHING GRANT$100
SISTERS OF ST FRANCIS
PO BOX 100OLDENBURGIN47036PCMATCHING GRANT$4,000
SOCIAL GOOD FUND
12651 SAN PABLO AVENUE 5473RICHMONDCA94805PCMATCHING GRANT$1,000
SOJOURNERS
PO BOX 70730WASHINGTONDC200240730PCMOBILIZING CAPACITY, COMMUNICATION, LEADERSHIP, & ENGAGE FOUNDER JIM WALLIS AS THOUGHT LEADER$670,000
SOUTHWEST MICHIGAN LAND CONSERVANCY
8395 E MAINGALESBURGMI490539745PCMATCHING GRANT$200
SPECTRUM HEALTH FOUNDATION
605 OAK STREET MC350BIG RAPIDSMI49307PCMATCHING GRANT$100
SPIRIT OF HUMANITY FORUM
PCSPONSOR SPIRIT OF HUMANITY CONFERENCE AND WORKSHOP.$50,000SJAVARGATA 16225 GARDABAERIC
ST JOSEPH PARISH
636 LAKE STREETKALAMAZOOMI490013023PCMATCHING GRANT$2,000
ST LUKE'S EPISCOPAL CHURCH
247 W LOVELLKALAMAZOOMI490075207PCMATCHING GRANT$4,700
ST PHILIP ROMAN CATHOLIC CHURCH
112 CAPITAL AVE NEBATTLE CREEKMI490173927PCMATCHING GRANT$1,088
ST JOSEPH PARISH
936 LAKE STREETKALAMAZOOMI490013023PCMATCHING GRANT$2,801
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105PCMATCHING GRANT$600
ST MONICA PARISH
4408 S WESTNEDGE AVEKALAMAZOOMI49008PCMATCHING GRANT$19,280
ST THOMAS MORE CATHOLIC STUDENT PARISH
421 MONROE STKALAMAZOOMI490064437PCMATCHING GRANT$500
STANFORD UNIVERSITY
PO BOX 20466STANFORDCA943090466PCMATCHING GRANT$4,000
STAUNTON AUGUSTA ARTS CENTER
20 S NEW STREETSTAUNTONVA24401PCMATCHING GRANT$700
STICHTING LEARNING FOR WELL-BEING FOUNDATION
PCLITERATURE REVEIW ON THE INNATE CAPACTITIES OF CHILDREN THAT HELP THEM FLOURISH.$80,000MILETSTRAAT 56 2AMSTERDAMNL
TASK FORCE FOR GLOBAL HEALTH INC
330 W PONCE DE LEON AVEDECATURGA300303001PCSUPPORT A MEETING AND LIT. REVIEW TO DEVELOP METRICS TO UNDERSTAND HOW LOVE & COMPASSION PROLIFERATE GLOBALLY.$50,000
TEMPLE UNIVERSITY
TASB/1852 N 10TH STREETPHILADELPHIAPA19122PCMATCHING GRANT$100
THE ACTORS' ENSEMBLE INC
1548 HARLEMVILLE RDCHATHAMNY12037PCTOWARD HONORING AND CELEBRATING THE HEART OF THE THEATRE EXPERIENCE, THE ACTOR.$10,000
THE ASPEN INSTITUTE
477 MADISON AVE STE 730NEW YORKNY10022PCSUPPORT 3 EVENTS WHERE COUNTERPARTS EXAMINE THEIR OWN IDEOLOGIES AND ENGAGE EACH OTHER FOR MUTUAL LEARNING.$90,000
THE BERRY CENTER
111 S MAIN STNEW CASTLEKY40050PCGENERAL SUPPORT FOR THE BERRY CENTER$12,000
THE HERMITAGE
11321 DUTCH SETTLEMENTTHREE RIVERSMI490939536PCMATCHING GRANT$300
THE JUNG SOCIETY OF WASHINGTON
5200 CATHEDRAL AVENUE NWWASHINGTONDC20016PCMATCHING GRANT$200
THE KREEGER MUSEUM
2401 FOXHALL ROAD NWWASHINGTONDC20007PCMATCHING GRANT$200
THE LAND INSTITUTE
2440 E WATER WELL RAODSALINAKS674019051PCMATCHING GRANT$500
THE NOBELITY PROJECT
PO BOX 161925AUSTINTX78716PCMATCHING GRANT$2,000
THE PHILLIPS COLLECTION
1600 21ST ST NWWASHINGTONDC20009PCMATCHING GRANT$400
THE REVOLUTION
PO BOX 68009GRAND RAPIDSMI49516PCMATCHING GRANT$50
THE SDC ACADEMY
475 RIVERSIDE DR STE 530NEW YORKNY10115PCDEVELOP A MASSIVE OPEN ONLINE COURSE ON ETHICS IN SPIRITUAL TRADITIONS TO ADDRESS CONTEMPORARY ISSUES.$150,000
THE SOCIETY OF ST VINCENT DEPAUL - ST JOSEPH CONFERENCE
936 LAKE STKALAMAZOOMI49001PCMATCHING GRANT$100
THREE RIVERS COMMUNITY PLAYERS
15526 MILLARD RD PO BOX 157THREE RIVERSMI49093PCMATCHING GRANT$2,000
TRANSFORMATIONS SPIRITUALITY CENTER
2929 NAZARETH RDKALAMAZOOMI49048PCMATCHING GRANT$300
TRAUMA RECOVERY ASSOCIATES
1608 LAKE STREETKALAMAZOOMI49001PCMATCHING GRANT$1,500
TWIN CITIES UNITED WAY
404 SOUTH 8TH STREETMINNEAPOLISMN55404PCMATCHING GRANT$2,000
UNION CONGREGATIONAL CHURCH UNITED CHURCH OF CHRIST
PO BOX 10HACKENSACKMN564520010PCMATCHING GRANT$13,000
UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION
709 S WESTNEDGEKALAMAZOOMI490075099PCMATCHING GRANT$9,072
UNIVERSAL DOOR MEDITATION CENTER
2619 CHARLES LANESUGARLANDTX77478PCMATCHING GRANT$200
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREETURBANAIL618012962PCMATCHING GRANT$120
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVE PO BOX 8860MADISONWI537088860PCDEVELOP A PROGRAM AND AN APP THAT FOCUS ON WELL-BEING INCLUDING PURPOSE AND FAITH.$300,000
VALLEY FAMILY CHURCH
2500 VINCENT AVEPORTAGEMI49024PCMATCHING GRANT$1,920
VAN BUREN COUNTY MENTAL HEALTH
801 HAZEN STREETPAW PAWMI490792008PCMATCHING GRANT$4,000
VICKSBURG BANDS
501 EAST HIGHWAY STREETVICKSBURGMI49097PCMATCHING GRANT$400
WATER
8121 GEORGIA AVENUE SUITE 310SILVER SPRINGMD20910PCMATCHING GRANT$700
WELLSPRING-CORI TERRY & DANCERS
359 S BURDICK SUITE 204KALAMAZOOMI490074844PCMATCHING GRANT$500
WEST MICHIGAN CANCER CENTER
200 NORTH PARK STKALAMAZOOMI490073731PCMATCHING GRANT$150
WESTERN MICHIGAN UNIVERSITY
1903 W MICHIGAN AVEKALAMAZOOMI490085200PCMATCHING GRANT$110
WESTERN MICHIGAN UNIVERSITY FOUNDATION
1903 W MICHIGAN AVEKALAMAZOOMI490085200PCMATCHING GRANT$1,120
WESTERN MICHIGAN UNIVERSITY FOUNDATION
1903 W MICHIGAN AVEKALAMAZOOMI490085403PCSCHOLARSHIPS$94,222
WESTWOOD CHRISTIAN REFORMED CHURCH
620 NORTHAMPTON ROADKALAMAZOOMI490062716PCMATCHING GRANT$600
WIKIMEDIA FOUNDATION INC
149 NEW MONTGOMERY ST FLOOR 6SAN FRANCISCOCA94105PCMATCHING GRANT$208
WINCHELL ELEMENTARY PTO
2316 WINCHELL AVEKALAMAZOOMI49008PCMATCHING GRANT$200
WINCHELL ELEMENTARY SCHOOL
2316 WINCHELL AVEKALAMAZOOMI49008PCMATCHING GRANT$900
WINGS OF GOD
PO BOX 3PAW PAWMI49079PCMATCHING GRANT$100
WINGS OF HOPE HOSPICE
530 LINN STALLEGANMI49010PCMATCHING GRANT$50
WOMEN'S EARTH ALLIANCE
2150 ALLSTON WAY SUITE 460BERKELEYCA94704PCMATCHING GRANT$1,000
WOODLAND ELEMENTARY SCHOOL
1401 WOODLANDPORTAGEMI49024PCMATCHING GRANT$500
WOODLAND WILDCATS PTO
1401 WOODLANDPORTAGEMI49024PCMATCHING GRANT$100
YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF KALAMAZOO MICHIGAN
353 E MICHIGAN AVEKALAMAZOOMI490073832PCMATCHING GRANT$80
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,428,594TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMSTOCK COMMUNITY CENTER
6330 KING HIGHWAY PO BOX 34COMSTOCKMI49041PCMATCHING GRANT$350
HOSPICE CARE OF SOUTHWEST MICHIGAN
222 N KALAMAZOO MALL STE 100KALAMAZOOMI490073882PCMATCHING GRANT$100
JONI AND FRIENDS NEW ENGLAND
136 HARVEY RD STE 101-ALONDONDERRYNH03053PCMATCHING GRANT$50
MATTAWAN CONSOLIDATED SCHOOLS
56720 MURRAY STMATTAWANMI490718902PCMATCHING GRANT$70
MILLENNIUMORG
245 VALENCIA STSANFRANCISCOCA49103PCCREATE A LARGE SCALE, ONLINE TEACHER TRAINING PLATFORM.$350,000
OAKWOOD NEIGHBORHOOD ASSOCIATION
3320 LAIRD STREETKALAMAZOOMI490083946PCMATCHING GRANT$1,000
PHILADELPHIA RONALD MCDONALD HOUSE
3925 CHESTNUT STPHILADELPHIAPA19104PCMATCHING GRANT$50
RELIGION NEWS FOUNDATION
30 NEFF ANNEXCOLUMBIAMO65211PCSUPPORT JOURNALISTIC COVERAGE OF SPIRITUAL INNOVATION AND THE ACTIVITIES OF THE RELIGION NEWS SERVICE.$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$651,620TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,851,514ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,199,719ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
ROYALTIES15$755
MISCELLANEOUS INCOME01$326,108

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,378,096ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,378,096TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & AUDIT FEESCategoryTxt
Amt$57,250Amt
Net Investment Income$22,242NetInvestmentIncomeAmt
Disbursements Charitable Prps$45,507DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BRECKINRIDGE$50,135,522$50,135,522
BRECKINRIDGE$30,515,395$30,515,395

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AJO$29,289,891$29,289,891
ARIEL$40,540,373$40,540,373
BMO$29,494,723$29,494,723
CBRE CLARION$13,222,295$13,222,295
CORPORATE STOCKS$13,503$13,503
HARDING LOEVNER$12,381,425$12,381,425
T. ROWE PRICE$12,351,492$12,351,492

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (26 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACACIAFMV$6,761,826$6,761,826
ADAGEFMV$97,094,590$97,094,590
AJOFMV$1,190,963$1,190,963
AJOFMV$193,387$193,387
ARIELFMV$3,766,147$3,766,147
BAIN XFMV$3,053,366$3,053,366
BPG / EQUUSFMV$2,108,824$2,108,824
BRECKINRIDGEFMV$1,083,758$1,083,758
BRICKMANFMV$170,478$170,478
CBRE CLARIONFMV$133,139$133,139
EUROPAFMV$110,894$110,894
GROTECHFMV$13,279,838$13,279,838
HEDGE FUNDSFMV$13,477$13,477
HIGHFIELDSFMV$1,648,295$1,648,295
LBA REALTYFMV$6,238,479$6,238,479
MADISON REALTYFMV$3,466,462$3,466,462
MADISON REALTYFMV$4,834,391$4,834,391
PATRONFMV$1,434,742$1,434,742
PHOENIX ASIA REALTYFMV$4,987,232$4,987,232
ROTHSCHILDFMV$13,934,470$13,934,470
SHORT TERM INVESTMENTS - NORTHERNFMV$6,014,965$6,014,965
TRINITY STREETFMV$47,192,534$47,192,534
WELLINGTONFMV$45,496,833$45,496,833
WELLINGTONFMV$41,434,956$41,434,956
HILLCRESTFMV$3,646,245$3,646,245
MACKENZIEFMV$40,000,000$40,000,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$84,988LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$95,980DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EMPLOYEE ACCOUNTS RECEIVABLE$7,608$9,531$9,531
TAXES RECEIVABLE$87,000$43,000$43,000
INVESTMENT ACCRUALS$938,082$1,444,480$1,444,480

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$26,772,459Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$250,180$0$241,326
TELEPHONE & COMPUTER SERVICES$287,353$0$258,564
POSTAGE$15,065$577$13,693
EQUIPMENT MAINTENANCE$188,713$0$208,134
MEMBERSHIPS$136,674$7,497$125,482
LIBRARY$75,965$0$70,108
TRAINING & EMPLOYEE DEVELOPMENT$133,188$0$131,426
CAFETERIA$120,499$0$140,992
INSURANCE & PROPERTY TAXES$283,567$0$283,817
PUBLIC RELATIONS$33,381$0$30,918
CONTRACTED RESEARCH SERVICES$861,285$0$411,286
MISCELLANEOUS EXPENSES$17,078$97$16,389
K-1 PORTFOLIO & INVESTMENT EXPENSES$0$3,705,642$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
K-1 OTHER INVESTMENT INCOME$1,101,808
ROYALTIES$755$755
MISCELLANEOUS INCOME$326,108$326,108

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURNED AWARDS & GRANTSDesc
Amt$289,032Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED TAX LIABILITY$3,639,000$3,907,000
POST RETIREMENT HEALTH$4,070,043$4,223,989

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALVERT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Loan Original$1,000,000LoanOriginalAmt
Balance Due$1,000,000BalanceDueAmt
Repayment TermsBALLOON PAYMENTRepaymentTermsTxt
Interest1.000000000000InterestRt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposePROVIDE LOW INTEREST LOANS TO NON-PROFIT ORGANIZATIONLoanPurposeTxt
Consideration FMV$0ConsiderationFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTANT FEES$2,283,880$7,497$2,007,301
INVESTMENT MGMT & CUSTODIAL FEES$1,062,174$1,061,800$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$1,092,568$0$0
DEFERRED TAX EXPENSE$268,000$0$0
FOREIGN TAXES PAID / ACCRUED$0$239,822$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.